Investment Planning Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Buy	+11,380	New	+$291K	0.1%	65
2025 Q1	–	Sell	-10,026	Closed	-$251K	–	73
2024 Q4	$251K	Sell	10,026 -298,067	-97%	-$7.45M	0.11%	58
2024 Q3	$7.73M	Hold	308,093	–	–	3.94%	9
2024 Q2	$7.73M	Buy	+308,093	New	+$7.73M	3.94%	9